Search Customer
How to search for a customer?
The search customer functionality allows you to view and monitor customer activity but more importantly update any information from a given entity.
- Start by going to Search on your QuickCheck menu and click on Search Customer
- You may search for a customer by any criteria available (i.e. customer name, address, phone number, registration date or DOB, SSN and ID #).
Once found you have the following options:
- View customer’s picture
- View last check activity
- View customer information
Once you select the customer you have the ability to:
- Update their general information
- Update ID image
- Update fingerprint
- Update secondary ID images through excella or camera
- Update Photo
- Block customer
- Mark customer as trusted (i.e. bypasses delimiting policies)
- Merge customer with another
- Enter notes for customer
- Scan documents (i.e. Twain compatible scanner is required)
- View list of all their transactions
- View all transaction images
Ensure that if you make any changes to the customer, update their records during each change.
For any questions, contact customer service.
